5.0
Placeholder text showing how a review reads on this shelf. Real customer wording goes here once the first orders are through and permission is given.
SampleS-06 / Engineering
CRM data migration to GoHighLevel
Move the contacts, the history and the automations. Lose nothing.
Migrations lose the things nobody listed: the notes, the undocumented tags, the automation that quietly sent renewal reminders. We map every field and every automation before anything moves, run a full dry import into a staging sub-account with a reconciliation report, and only then cut over, with the old system still intact behind you.
Who books this
Who this is for
- Businesses leaving HubSpot, Keap, Pipedrive, ActiveCampaign or a spreadsheet
- Agencies consolidating several client systems into GoHighLevel
- Teams who attempted a migration once and had to roll it back
The run
How the job runs
No stage names for the sake of it. These are the actual steps, in the order they happen.
- 01
Inventory
Everything in the source listed: contacts, custom fields, tags, pipelines, automations, templates, calendars, integrations, and the assets nobody remembers building.
- 02
Field mapping
A written mapping document where every source field either has a destination or an explicit decision not to move it. Migrations are won here.
- 03
Staged dry run
A full import into a staging sub-account with a reconciliation report showing counts in and out, so nothing goes missing quietly.
- 04
Rebuild automations
The automations that matter rebuilt natively and tested individually, because a lifted-and-shifted automation rarely survives the platform difference.
- 05
Cutover
A scheduled cutover with a delta import for anything created since the dry run, integrations repointed, and the old system left read-only rather than deleted.
On completion
What you get, and what you do not
Deliverables
- A full inventory and written field mapping document
- A staged import with a data reconciliation report
- Contacts, custom fields, tags, notes and pipeline history moved
- Critical automations rebuilt and tested natively
- A cutover plan with a rollback path
- Thirty days of post-migration support
Not included
- Export or licence fees charged by your current provider
- Data cleansing beyond deduplication, quoted separately
- Rebuilding automations we jointly agree to retire
Scope
What ships in the crate
Clear boundaries are cheaper than an awkward conversation in week three. Here is exactly what your purchase covers and what gets its own quote.
Delivery
Within 1 to 2 business days
Your share link and install notes arrive by email within 1 to 2 business days of purchase confirmation. Weekend orders go out on the next business day.
Installation support
12 hours, within 14 days
Every purchase carries 12 hours of dedicated installation support, to be used within 14 days of purchase. Book it in one block or in short sessions as you work through the fit-out.
In the crate
Support for the snapshot itself and the automations inside it.
- Getting the nine components live in your sub-account
- Filling custom values, connecting calendars, numbers and sending domains
- Adjusting any workflow that ships inside the crate
- Adding a few more automations alongside the ones already there
- Fixing anything in the snapshot that a GoHighLevel platform change breaks
- Answering how-does-this-work questions about what you bought
A separate order
Work that crosses into somebody else's platform, quoted on its own or delivered through a VA.
The line sits where predictability ends. Everything inside the crate is ours to control, so it is covered. The moment work depends on another company's API, rate limits or release schedule, the effort stops being predictable, and pretending otherwise would mean either padding every price or quietly running out of goodwill.
Reviews
Dockets from the
Every order leaves a docket. This is the strip they hang on, newest to the left.
These are sample dockets. DFY Depot opened recently and has no verified customer reviews yet, so this shelf is stocked with clearly labelled placeholders rather than invented praise. No rating or review data is published to search engines while that is the case. Real dockets will replace these and will carry real names.
5.0
Placeholder text. This slot is reserved for a named customer describing what changed on their recall list, in their own words.
Sample4.0
Placeholder text. A real docket will name the person, the business and the specific thing the system fixed for them.
Sample5.0
Placeholder text held for a service customer. Nothing on this card is a real quotation and none of it is published as structured data.
Sample5.0
Placeholder text. The depot opened recently, so this shelf is stocked with blanks rather than with invented praise.
Sample4.0
Placeholder text. Real wording, a real name and a real rating will replace this the moment we have permission to publish one.
SampleQuestions
About CRM Data Migration
Will I lose my email history?
Conversation history moves wherever the source exposes it through an export or an API, which most do. Where threading cannot be preserved it usually lands as notes on the contact. We tell you which case you are in during the inventory, before you commit.
How much downtime is there?
None for your team. The staging account is built while the old system keeps running, and the cutover window is typically an evening or a weekend.
Pairs with
Crates this job is usually booked alongside
Law Firm
Qualify before the calendar. Chase the documents. Stop the status calls.
Mortgage Broker
Chase the documents relentlessly. Hold the rate-watch list properly.
Real Estate Agent
A twelve-month hold that is still welcome at month eleven.
Other services
- Third-Party IntegrationsConnect the system you already run. Quoted per connection, built to survive.From $750 per integration
- Multi-Niche Agency RolloutEvery client sub-account fitted from the right aisle, in one run.From $2,400
- Snapshot Installation and Fit-OutYou buy the crate. We import it, fit it and test it before a lead touches it.From $690
From the floor
Reading on this job
If you would rather run it yourself, this is the same method written out.
- DKT-0016Moving a CRM into GoHighLevel: the order that stops data going missingA GoHighLevel data migration is an architectural translation, not an export and an import. Here is the order that keeps fields, dates and consent state intact.
- DKT-0022Database reactivation: how to segment a dead list without burning itA GoHighLevel database reactivation campaign lives or dies on segmentation. The five segments that behave differently, the consent check, and how to batch it.
- DKT-0004The pre-import checklist for GoHighLevel snapshotsTwenty-three checks across four stages, covering everything to verify before you buy a GoHighLevel snapshot, before you import it, and before your first live lead.
- DKT-0001What is a GoHighLevel snapshot, actually?A GoHighLevel snapshot is a saved copy of a sub-account's configuration. Here is exactly what travels in one, what does not, and when a snapshot is the wrong tool.
Engineering
Brief the CRM Data Migration
Move the contacts, the history and the automations. Lose nothing. Turnaround is 2 to 3 weeks, and you get a scope and a price before anything starts.
- Delivered within 1 to 2 business days
- 12 hours of installation support, within 14 days
- Nine fitted components in every crate